Financial Planner Assistant jobs in Bloemfontein

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Job Advert Summary:To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.Minimum Requirements:Qualification:- BCom...

Closing Date2023/03/31Reference NumberMMH230303-24Job TitleFinancial Advisor - Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy...

Duties & Responsibilities - Intensive knowledge of the Tax Act - All Monthly bookkeeping functions – Asset register, Tax Register, Inventory, Debtors, Creditors, Bank Recon, Cashbooks, etc. - Intercompany loans and transfers, Balance Sheet recons, Profit & Loss reports. - Processing of Year end Journals, Auditing Assistance, Setup of Audit pack and Preparation of Audit files. - Payroll and VAT...

Are you ready to make money for yourself while building great relationships and growing your career in the insurance industry? Embrace your entrepreneurial spirit with a role that allows you to grow yourself with an established brand. Explore the role Our client is a trusted brand which is growing steadily, and they need your skills to drive new business sales in the Commercial Agent...

Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.Responsibilities Customer Service Provide a quality service to customers while...

Our client is seeking a reliable and detail-oriented Assistant to Quantity Surveyor (QS) to provide support with billing, tender documentation, and administrative functions. This role is ideal for a candidate with strong numerical skills, excellent attention to detail, and the ability to work accurately under pressure. The successful candidate will work closely with the Quantity Surveyor and will...

Designation: - Insure Adviser Assistant (ADP) | Bloemfontein, Free State | Permanent Category: - Administration and Operations Job Level: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: - PSG Financial Services Posted on: - 19 Feb 2025 Reference Number: - POS39522 Closing date: - 05-Mar-2025 Position...

Job Title- Assistant Officer (post level 13) (Contract appointment: 3 years) (Job ID :6300)- Organizational Unit- University of the Free State -> Student Affairs -> Kovsie ACT- Contract Type- Contract- Occupational Level- Semi-Skilled- Location- Bloemfontein Campus - Bloemfontein, FS ZA (Primary)- Closing Date- 3/12/2025- Description-- INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED!- A detailed...

Be more than just a Manager! Do you have fire in your belly and purpose in your heart? Do you pour all that you are into all that you do.... and have a little fun on the way? If so, please review the requirements and have the courage to pursue your passion and join the Nando's family.Minimum Requirements: Matric At least 2-3 years restaurant management experience Experience in Microsoft office...

Do you love Streetwear?Benefits- 50% off Cotton On Group Brands | Cotton On, Cotton On Body, Cotton On Kids, Typo and Factorie- Local and Global career growth - progress your career across our 7 Brands- Wellness support 24/7 - mental health, relationships, family + more- Discounts for you and your family - medical, travel, financial + more- Create meaningful change and make a positive difference...

Listing reference: 022881- Listing status: Online- Position summary*Industry:Wholesale & Retail Trade- Job category:Retail OperationsLocation:Bloemfontein- Contract:PermanentRemuneration:Market Related- EE position:No- About our company- Clicks Group- Introduction- Are you passionate about retail and service excellence? Are you confident to drive sales and build customer loyalty in order to...

Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...

The purpose of this role is to maintain control and accuracy of the Branch contract portfolio and ensure accurate and timeous processing and documenting of all contract and job sales, losses and price increases. To also enhance, extend and retain the company/division’s business through support functions to all internal and external customers. Requirements:Key Accounts- Collate all Purchase...

Job Advert Summary:Purpose of the Job:Reporting to the Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs). The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

EXECUTIVE ASSISTANT TO CEO(80% REMOTELY) BASED IN BLOEMFONTEIN/ GEORGE / KNYSNA/KATHU - B.COM DEGREE - 5 YEARS EXPERIENCE AS EXECUTIVE ASSISTANT/ PERSONAL ASSISTANT - EXCELLENT KNNOWLEDGE OF MS OFFICE - VALID DRIVERS LICENCE - WILLING TO TRAVEL - WILLING TO WORK OVERTIME - PREFER INDUSTRY KNOWLDGE -FINANCIAL ECONOMC-MINING/CONSTRUCTION/ENGINEERING - the candidate will need to indicate some...

Closing Date2023/03/27Reference NumberMMH230310-19Job TitleRegional Manager Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...